We’re gon na get things kicked off by going into our menu, into our account as soon as you have actually signed up with Calendly. And one of the very first places that you’re gon na wan na go is up here to your account. The first thing that you’re gon na wan na do is make sure that you add one or more calendar accounts.
to examine other reservations that you may have going on. And what I imply by this, is things beyond just Calendly consultations but things that are happening maybe in your personal life or other conferences that come up as a part of your day. Down listed below here, you can likewise look for conflicts. You can utilize several calendars to check for disputes more than just the one that you have picked up here and you can likewise specify which calendar to add those visits to. This is absolutely gon na be your extremely first stop to make sure that you have your calendar connections set up correctly. Simply select add calendar account here and you can verify with any calendar service consisting of Google Calendar and Microsoft Outlook. Next up, we wan na stay with our account settings this time we’re gon na go to account account settings and I just wan na motivate you to submit an image. So if this is conferences or visits that individuals are going to be scheduling with you, I advise that you put your nice profile photo here together with your name and possibly a welcome message simply when they arrive on your beginning page. Next step, you also wan na make a quick stop at the branding page to include your business logo design or some other image that you would like to include here. And finally, we can click on the my link.
Now this is probably more important than you think. In many cases, you’re gon na wan na put the name of your service or possibly it’s your full name. However remember, this is the URL that you are gon na be showing users. This is what you can connect from your website or your social networks accounts or you can simply copy and paste this and give it to individuals straight so that they can arrive on your Calendly page. All right, when you have actually been finished with your account settings, let’s go back to the house screen. I simply wan na reveal you where a few of those changes take place. I’m gon na click my link here just to reveal you where this appears. So this is the preliminary landing page where individuals are gon na see my profile image, my name which welcome message. I’ve got 2 occasions currently that individuals can choose from and when they click among those events, they are also gon na see my branding here. This is where the logo design enters into play. Now let’s move on to the occasions themselves and how can you set up one or more events so that it’s as easy for your prospective leads or for your clients to come in here and book time with you. Let’s go back to our menu within our account screen here. And this is truly our main page here on the house screen where you can add and edit existing occasions. I have actually got two occasions that I’m using at the moment however let’s go and produce a new event from scratch. We gon na pick that new event type, which is gon na open a new screen. We have actually got two options here, we can either create an one-on-one conference or a group conference. Now a group conference lets multiple guests meet you at a single time. This might be terrific for an instructor or if you are supplying a group webinar or something along those lines here. But in many cases, the majority of individuals are utilizing Calendly for individually meeting.
So let’s say produce for one-on-one. On this screen, the first thing that we need to do is give it an occasion name. Now keep in mind, this is more than simply your referral. This is what people are gon na be seen when they land on your Calendly page. So I’m just gon na call this one, Meeting Scott, truly basic here. I can identify, oop, Meeting with Scott. Let’s keep that in there. Our second step is to include an area and you can see we can tell our users upfront, is this a personally conference, a telephone call or is it gon na be a particular conferencing meeting such as using Google Meet, Zoom, GoToMeeting or perhaps something custom, something that’s not even listed here. In our example, I’m gon na choose telephone call in this case. And oftentimes, depending on the option that you choose, you might have some extra options awaiting you. For instance, do I wan na choose if I will call my invitee in this case, it’s gon na need the individual who’s reserving that time to list their telephone number. I need to understand who I’m calling or I can pick this option, my guest must call me. In this case, I can add my desired contact number here and the fantastic thing with Calendly is that it’s not going to show this number until they have actually reserved the consultation. If someone is considering booking time with me, it’s not as if they’re gon na see my phone number or my dial in number right away, it’s just after they’ve scheduled the time will this number be exposed. However in this case, I’m gon na state, I will call my invitees ’cause I’m gon na ask them to provide their phone number. I’m gon na say update, that’s gon na save that option here. If you have numerous occasions that you’re gon na be providing to your users, down listed below we can add a description which is something you do not wan na neglect especially. So I’m simply gon na state, this is a meeting with Scott for a consulting session, something like that, simply something so they can distinguish what this event has to do with compared to possibly a few of the other events that I have available. And after that simply below the description, we have our occasion link. Now we already talked briefly about having your domain name or your business name or possibly your complete name to get them to your main Calendly page however this is something that you can share in addition, a separate URL. In this case once again, you wan na try make it as specific as possible. So possibly I’m gon na state, meeting Scott, something like that, something that’s so simple for me to identify however also if I just paste this link and copy, they understand what they’re getting as well.
And last but not least, we can select a different color. This is very handy if you have numerous events, I’m gon na choose red in this case so it stands out from the other occasions that I’ve currently developed. Now as soon as we hit next, we’re gon na get to the nuts and bolts of our occasion. When can people book this event, in this menu screen called. So by opening this app, you’re gon na see a lot of